How to Add, Edit, and Delete e-mail templates.
This comprehensive guide will walk you through the process of adding, editing, and deleting email templates.
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In the top right corner of the screen, click on your Name to open the drop-down menu.
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From the drop-down menu, select "Administration."
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You will now be directed to the Administration Control Panel.
- Here, locate and click on "Email Template Library" in the Templates & Document Library section.
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You will be redirected to the Email Template Library interface.
- You will be redirected to the Email Template Library interface.
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Below is a breakdown of the icons and buttons:
- Add Template (Blue Button top left): Clicking this button enables you to add a new email template.
- Notepad & Pencil: This icon allows you to edit an existing email template.
- Multipage: Clicking this icon creates a copy of the template, allowing you to modify it separately.
- Trash Can: Selecting this icon permanently deletes the template.
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To add a template, click on the "Add Template" button. This action will take you to the Email Template Editor.
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The Email Template Editor is where you can make modifications to your email templates.
- On the right side of the editor, you will find e-mail merge fields that let you reference specific information.
- For instance, using [@CANDIDATENAME@] will automatically populate the candidate's name when the letter is sent to them.
- Remember to save your changes after editing the template.